This podcast presents various topics around money and careers in a fun and lighthearted setting. The host, Shannon McLay, is a successful entrepreneur, author, and personal finance expert with a passion for helping people get and stay financially fit. In each episode, Shannon will share a martini (or something similar) with friends and experts while discussing money and career topics.
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This podcast presents various topics around money and careers in a fun and lighthearted setting. The host, Shannon McLay, is a successful entrepreneur, author, and personal finance expert with a passion for helping people get and stay financially fit. In each episode, Shannon will share a martini (or something similar) with friends and experts while discussing money and career topics.
This month I’m talking about Risk Management on the podcast, also known as the area of financial planning that no one wants to talk about and today’s subject is certainly the subject I find clients the least interested in and that is Trust and Estate Planning or planning for a death. Planning for death is certainly not something any of us would get excited about but as a financial planner for almost 15 years, I can tell you that I’ve seen clients experience it and I’ve seen clients suffer from not being prepared for it. There is nothing worse than losing a loved one, but the only thing I can imagine worse than that is also not having a plan for when they pass, it creates a tremendous amount of stress and burden on those they’ve left behind. Today’s episode is unfortunately going to have to be a replayed episode but the content is still what I would recommend. Full disclosure, I was hoping to get Lillie back on to record another episode but she just had her first baby and having been in her seat 18 years ago as the working mom of a newborn baby, I know that the last thing she has time for is a podcast recording with me, but I want to continue to shine a light on the work Lillie does and has done and hopefully you’ll want to work with her and her team so she can start saving for her child’s college savings. Anyway, joining me for this replayed episode is Lillie Nkenchor, President of Lillie Nkenchor PC and she discusses why she became a trust and estate attorney and why you don’t have to be wealthy to think about trust and estate planning. For more information, visit the show notes: https://www.martinisandyourmoney.com/show-notes/episode536
Martinis and Your Money Podcast
This podcast presents various topics around money and careers in a fun and lighthearted setting. The host, Shannon McLay, is a successful entrepreneur, author, and personal finance expert with a passion for helping people get and stay financially fit. In each episode, Shannon will share a martini (or something similar) with friends and experts while discussing money and career topics.
